June 9 2026 Release
This release brings more flexible workflows, easier document review tracking, a redesigned Programs page, and a range of improvements across suppliers, recipes, and exports.
Workflow & Form Builder
- Flexible next steps in forms. Forms now support flexible next steps, so your team can route work non-linearly instead of following a fixed sequence. This is the biggest workflow change in this release.
- Filterable record dropdowns. Record dropdowns in forms can now be filtered by fields from the referenced form, including text, numeric, and date fields.
- Republish prompts for linked documents. When you link a document to a form from the document side, you'll now be prompted to republish affected forms so the change takes effect immediately.
- Improved Deviations support. Form builders now handle longer component keys more reliably in Deviations.
Documents & Training
- Approval deadlines. Document approval tasks can now include a deadline, set at publish time. The default is 7 days, which can be changed or cleared — making review work easier to track.
- Simplified document statuses. The "Approved" document state has been merged into "Published," simplifying how document statuses work.
- Better acknowledgement tracking. Document acknowledgement details now show assignment status and support deeper follow-up directly from the acknowledgement view.
Programs & Compliance
- New table layout. Programs can now be viewed in a default table layout with improved filtering, making the page much easier to scan.
- Multiple program instances. Managed programs now support multiple named instances of the same program within one organization.
- Easier custom program creation. Custom programs can now be created without entering a program code.
- Improved program filters. Program filters now appear on the Forms page even when a program has no sections.
Resources, Suppliers, Recipes & Exports
- Allergen flexibility. Products can now be marked as containing allergens without selecting specific allergen values.
- More default resource properties. Chemicals now include PHI and REI fields, and areas now include size and unit fields.
- Supplier deviation visibility. Supplier pages now show deviation counts and recent deviations directly on the supplier detail page.
- Better supplier website links. Supplier website links can now be edited, and URLs entered without a protocol (e.g., "example.com") are handled automatically.
- Recipe page polish. Recipe pages received improvements to dropdown sizing, ingredient rows, and summary cards.
- CSV export improvements. Custom attribute columns now export properly, allergen values are readable, date formatting is cleaner, and multi-grid report exports preserve separate grouped columns correctly.
Analytics & Reporting
- Better risk chart breakdowns. Risk category charts now separate overdue tasks and deviations on hover for clearer breakdowns.
- Cleaner resource exports. Resource CSV exports now populate custom attributes correctly with more readable formatting.